Best Proadvisor Podcasts (2025)

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QuickBooks Rev Share Options [9.16.25] 51:42

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6h ago51:42

51:42

ProAdvisors have always been a great source of referred subscriptions, but did you know there are several avenues for Accountants to earn income depending how the services are created. We'll discuss the pros, cons, and key differences between QuickBooks revenue share models so you can confidently choose the best fit for your accounting practice. QB…

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What’s a QSP and Why Should I Care? 1:09:11

5d ago1:09:11

1:09:11

Sponsors Digits - https://uqb.promo/digits Bluebook - https://uqb.promo/bluebook MakersHub - https://uqb.promo/makershub AFWA - https://uqb.promo/AFWA QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, a…

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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast 40:42

15m ago40:42

40:42

On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI …

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Customer Leads Hubba-Hubba 22:23

12d ago22:23

22:23

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that reque…

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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast 40:56

1h ago40:56

40:56

On this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft’s research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learni…

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Closing Conversion Gaps:QuickBooks Desktop to Online with Method 57:44

3d ago57:44

57:44

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition. Learn More about Method:https://snip.ly/Method QB Power Hour is a free, biweekly webinar serie…

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Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface 58:28

19d ago58:28

58:28

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legit…

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Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast 32:17

6d ago32:17

32:17

On this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her “three C’s” framework—character, concepts, and context—as tools to make abs…

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August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll 1:01:57

26d ago1:01:57

1:01:57

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll a…

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Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast 27:33

24d ago27:33

27:33

On this episode of the Woodard Report podcast, Joe and Heather speak about the latest IRS leadership turnover and the growing shift in CPA licensure requirements, including Illinois’ move from the 150-hour to the 120-hour rule. They also share insights on how AI is reshaping opportunities in the profession, discuss the value of niching for accounti…

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Moving Desktop to Online - Latest Updates [08.19.25] 1:01:25

17d ago1:01:25

1:01:25

Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike. QB Power Hour is a free, biweekly webina…

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Insecurity about Security 1:01:42

1M ago1:01:42

1:01:42

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers prac…

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Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast 36:47

1M ago36:47

36:47

On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not j…

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Intuit Enterprise Suite Updates | Summer 2025 1:17:50

1M ago1:17:50

1:17:50

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dyna…

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Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast 34:09

1M ago34:09

34:09

On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance o…

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Better Security, Smarter Estimates, and Retroactive Payroll 16:44

2M ago16:44

16:44

Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. Sh…

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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast 25:42

2M ago25:42

25:42

On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero’s strategic $2.5 billion acquisition of Melio and what it signals for the future of acco…

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08.05.25 - Intuit/QB Updates and FB Group Post Q&A 1:00:49

1M ago1:00:49

1:00:49

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are ve…

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July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes: 1:00:02

2M ago1:00:02

1:00:02

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select tr…

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Episode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report Podcast 40:28

2M ago40:28

40:28

On this episode of the Woodard Report podcast, Heather speaks with Brittany Brown about the painful lessons and courageous decisions that transformed her fast-growing firm, Ledger Gurus. Brittany shares how rapid expansion masked deep inefficiencies, ultimately resulting in nearly $1 million in lost profit, and how embracing accountability, data-dr…

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100th Episode Special! 59:14

2M ago59:14

59:14

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of const…

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Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast 33:01

2M ago33:01

33:01

On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Steph…

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App Showdown - All in One Spend Management:Ramp vs. Corpay One 1:02:49

2M ago1:02:49

1:02:49

Choosing the right spend management platform can make or break your business's financial efficiency. In this webinar, we’re putting two heavyweights—Ramp and Corpay One—head-to-head in the ultimate showdown of all-in-one spend management solutions. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and …

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Journal Entries Have Unintended Consequences (Wheel of Rants) 14:53

2M ago14:53

14:53

Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accura…

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Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast 23:10

2M ago23:10

23:10

On this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Chu…

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QBO’s New Error Detection AI Agent 44:44

2M ago44:44

44:44

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these t…

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Special Edition - Joe Woodard's guest appearance on After The First Million 47:00

3M ago47:00

47:00

On this episode Joe Woodard is interviewed by Matt Tate, CEO of Decimal, about how accounting and bookkeeping firm owners can scale past the “messy middle” and into million-dollar practices. Joe emphasizes defining an ideal client, building outcome-driven service offerings, and pricing based on value rather than effort. He breaks down the path to $…

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Client Collaboration: Accessing QuickBooks Client Data 57:41

2M ago57:41

57:41

Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works. Learn About Qbox - https://snip.ly/SOBQBox QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and Quic…

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Interacting With QuickBooks Online's Platform Overhaul 53:59

3M ago53:59

53:59

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM too…

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Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast 34:59

3M ago34:59

34:59

On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting'…

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June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming 40:48

3M ago40:48

40:48

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes fr…

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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast 46:22

3M ago46:22

46:22

On this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world…

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Look What We Found: June Edition - Interface Updates and Banking Feed Revolution 46:54

3M ago46:54

46:54

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoic…

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Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast 32:42

3M ago32:42

32:42

On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understan…

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Keeper + Anchor ≠ Kanchor 37:48

3M ago37:48

37:48

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather th…

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Episode 126 - Does your practice have termites? - The Woodard Report Podcast 51:45

3M ago51:45

51:45

On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm s…